Fred William Schellpeper

1. 11/19/2015 - Sundance Investments - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - START 09/2015 - 100% TIME SPENT 2. 11/19/2015 - BATTLE CREEK STATE BANK INC. - NOT INV REL - 202 WEST MAIN BATTLE CREEK, NE - For-Profit Board Member - START 01/01/2010 - 2% TIME SPENT - BOARD MEMBER 3. 11/19/2015 - BLG BUILDING LLC - INV REL - 100 NORTH 34TH NORFOLK, NE - 2% TIME SPENT - Real Estate Rental - START 03/01/2009 - 2% TIME SPENT - OWN BUILDING...RENT OUT UNUSED SPACE 4. 11/19/2015 - Fred Schellpeper Jr. - INV REL - 100 North 34th Norfolk, NE - Non-Variable Insurance - START 1/1/2000 - 5% TIME SPENT - Term Life, Universal Life, Disability, Long Term Care, Health 5. 03/08/2016 - NO BUSINESS NAME - NOT INV REL - 100N 34th Ste F Norfolk, Ne - Notary Public - START 01/01/16. 6. 9/8/2020 - F & M FARM AND RANCH LLC - Not Investment Related - 84442 Ridge Road Stanton, Ne - Other-Business Owner - MANAGER - Started 11/30/2015 - 4 Hours Per Month/2 Hours During Securities Trading - FAMILY OWNED LLC. 7. 04/26/2022 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 04/01/2022 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through WCG Wealth Advisors, LLC , an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 8. 05/23/2023 - SUNDANCE INVESTMENTS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/18/2023 - 40 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 05/23/2023 - WCG Wealth Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/01/2022 - 40 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through WCG Wealth Advisors, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.